Purchases and Sales Made in Q2 2023 in Ishares Msci Usa Quality Facto (QUAL)

QUAL Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Usa Quality Facto (QUAL) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA QUALITY FACTO.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
7.41K
+ 5.0%
$903K - $999K
156K $28.3M
Jul 10, 2023 Q2 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
7.33K
+ 3.42%
$894K - $988K
222K $40.2M
Aug 04, 2023 Q2 2023
Helen Stephens Group, LLC

BUY
 -
7.26K
+ 5.05%
$886K - $980K
151K $27.4M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
7.25K
+ 124.11%
$884K - $978K
13.1K $2.38M
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
7.19K
+ 191.38%
$877K - $970K
11K $1.99M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
7.14K
+ 45.66%
$870K - $962K
22.8K $4.13M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
7.08K
+ 26.37%
$863K - $955K
33.9K $6.16M
Aug 03, 2023 Q2 2023
Geneva Partners, LLC

BUY
 -
6.91K
+ 40.03%
$843K - $932K
24.2K $4.39M
Aug 11, 2023 Q2 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
6.8K
+ 52.31%
$829K - $917K
19.8K $3.6M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
6.77K
+ 3.81%
$825K - $913K
184K $33.5M
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
6.66K
+ 24.83%
$812K - $898K
33.5K $6.08M
Jan 21, 2025 Q2 2023
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
6.41K
New
$782K - $865K
6.41K $1.16M
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
6.32K
+ 65.24%
$771K - $852K
16K $2.91M
Jul 26, 2023 Q2 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
6.19K
+ 3.18%
$755K - $834K
200K $36.4M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
6.16K
+ 4.49%
$752K - $831K
143K $26M
Jul 19, 2023 Q2 2023
Cable Hill Partners, LLC

Portland, OR
BUY
 -
6.05K
+ 1.67%
$738K - $816K
369K $67.1M
Jul 12, 2023 Q2 2023
Windsor Group LTD

BUY
 -
6.03K
+ 6.61%
$736K - $814K
97.4K $17.7M
Jul 27, 2023 Q2 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
5.98K
+ 17.77%
$730K - $807K
39.7K $7.2M
Jul 24, 2023 Q2 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
5.94K
+ 11.48%
$725K - $802K
57.7K $10.5M
Jul 26, 2023 Q2 2023
Capital Advisors, Ltd. LLC

BUY
 -
5.93K
+ 5.39%
$723K - $799K
116K $21M
Jul 26, 2023 Q2 2023
West Wealth Group, LLC

BUY
 -
5.92K
+ 2.86%
$722K - $799K
213K $38.6M
Aug 14, 2023 Q2 2023
Blue Crest Capital Management LTD

St Helier, Y9
BUY
 -
5.85K
New
$713K - $789K
5.85K $1.06M
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

BUY
 -
5.83K
+ 17.14%
$711K - $786K
39.8K $7.23M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
5.73K
+ 11.51%
$699K - $773K
55.5K $10.1M
Aug 11, 2023 Q2 2023
Security Financial Services, Inc.

BUY
 -
5.72K
+ 2.91%
$698K - $771K
202K $36.7M
Jul 27, 2023 Q2 2023
Alpha Financial Partners, LLC

Lexington, KY
BUY
 -
5.68K
New
$693K - $766K
5.68K $1.03M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
5.65K
New
$689K - $761K
5.65K $1.02M
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

BUY
 -
5.64K
+ 167.68%
$688K - $761K
9.01K $1.64M
Aug 10, 2023 Q2 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
5.6K
New
$683K - $755K
5.6K $1.02M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
5.21K
+ 2.13%
$636K - $703K
249K $45.3M
Jul 05, 2023 Q2 2023
Symmetry Partners, LLC

BUY
 -
5.2K
+ 2.06%
$634K - $701K
257K $46.7M
Jul 12, 2023 Q2 2023
Ewg Elevate Inc.

BUY
 -
5.16K
+ 9.41%
$629K - $696K
60K $10.9M
Aug 14, 2023 Q2 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
5.11K
+ 482.97%
$623K - $689K
6.16K $1.12M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
5.06K
+ 8.22%
$617K - $682K
66.6K $12.1M
Aug 11, 2023 Q2 2023
True Private Wealth Advisors

BUY
 -
5K
+ 42.45%
$610K - $674K
16.8K $3.05M
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
4.99K
+ 3.8%
$609K - $674K
136K $24.8M
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

BUY
 -
4.99K
+ 52.67%
$608K - $673K
14.5K $2.62M
Aug 04, 2023 Q2 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
4.98K
+ 26.79%
$608K - $672K
23.6K $4.28M
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
4.87K
+ 49.61%
$593K - $656K
14.7K $2.66M
Aug 08, 2023 Q2 2023
Interchange Capital Partners, LLC

BUY
 -
4.86K
+ 24.11%
$593K - $656K
25K $4.54M
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
4.65K
New
$567K - $627K
4.65K $845K
Aug 09, 2023 Q2 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
4.64K
+ 51.78%
$565K - $625K
13.6K $2.47M
Aug 14, 2023 Q2 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
4.61K
+ 32.27%
$563K - $622K
18.9K $3.43M
Aug 11, 2023 Q2 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
4.61K
+ 4.89%
$562K - $622K
98.8K $17.9M
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

BUY
 -
4.61K
New
$562K - $622K
4.61K $837K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
4.54K
+ 7822.41%
$553K - $612K
4.6K $834K
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
4.46K
+ 12.43%
$543K - $601K
40.3K $7.32M
Jul 10, 2023 Q2 2023
Single Point Partners, LLC

BUY
 -
4.45K
New
$542K - $599K
4.45K $807K
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
4.43K
+ 237.71%
$540K - $598K
6.3K $1.14M

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